CRM Solutions Architect
1 day ago
Technical Skills
- Strong knowledge of CRM platforms (e.g., Salesforce, Microsoft Dynamics 365, Oracle CX, or HubSpot).
- Expertise in CRM architecture, data modeling, automation workflows, and security design.
- Hands-on experience with custom development and APIs (Apex, JavaScript, C#, REST/SOAP).
- Familiarity with integration tools (MuleSoft, Power Automate, Azure Logic Apps, Boomi, Informatica).
- Understanding of DevOps, CI/CD pipelines, and cloud environments (Azure, AWS).
- Strong ability to bridge business needs with technical capabilities.
- Experience leading workshops, requirement gathering, and stakeholder presentations.
- Skilled in creating architecture diagrams, solution documentation, and proposals.
- Experience with sales processes, customer service, marketing automation, and customer experience design.
- Excellent communication and presentation abilities.
- Strong problem-solving, analytical, and critical thinking skills.
- Leadership and team mentoring capabilities.
- Comfortable working in cross-functional, agile environments.
Solution Design & Architecture
- Lead the design of CRM solutions across sales, service, and marketing functions.
- Translate complex business requirements into scalable and maintainable technical solutions.
- Define the system architecture, including integrations, data flows, and security models.
- Ensure alignment with enterprise architecture principles and IT governance frameworks.
- Develop technical design documents, architecture diagrams, and solution roadmaps.
- Participate in discovery workshops to analyze business needs and challenges.
- Collaborate with sales teams to define solution approaches, effort estimates, and value propositions.
- Support proof of concept (PoC) or demo activities to showcase solution capabilities.
- Contribute to RFP/RFI responses, proposals, and presentations.
- Provide technical leadership to project teams throughout the solution lifecycle.
- Oversee configuration, customization, and integration activities.
- Ensure adherence to best practices, coding standards, and quality assurance processes.
- Manage environment strategies, data migration, and release management plans.
- Conduct design reviews and risk assessments for ongoing projects.
- Design and oversee data models, migrations, and synchronization strategies.
- Define integration patterns between CRM and ERP, marketing, or external systems using APIs, middleware, or ETL tools.
- Ensure compliance with data security, privacy, and governance requirements (GDPR, CCPA, etc.).
- Act as the trusted advisor to business stakeholders, ensuring alignment between technical solutions and business goals.
- Collaborate with developers, admins, analysts, and delivery leads to ensure cohesive execution.
- Mentor junior team members and contribute to capability development within the CRM practice.
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